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Rooted in Mission. Powered by Your Practice. As a Wealth Management Advisor, you will develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will: • Partner with clients to understand their goals and deliver tailored financial strategies, always acting as a fiduciary and in their best interests, • Serve as the primary financial contact, navigating complex situations and guiding clients through and into retirement, • Proactively grow your practice by expanding existing relationships and engaging TIAA's full wealth management capabilities, • Collaborate with internal specialists to deliver comprehensive recommendations and anticipate client needs, • Bring a thoughtful, creative, and entrepreneurial approach to practice growth always centered on what's best for your clients Required: • 5+ years of experience managing a book of business and building long-lasting relationships with affluent clients, • Deep knowledge of investment solutions and financial planning, • Exceptional people skills - engage clients with authenticity, build trust naturally, and always act in their best interests, • Solutions-oriented mindset with the drive to make a meaningful difference in clients' financial lives, • Thrives with both autonomy and accountability, • FINRA Series 7 and Series 63; Series 65 or 66, • Life and Health Insurance License all licenses must be obtained within 120 days of start date Preferred: • Life and Health Insurance License (Resident State) Multiple Issuers required, • Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) Level I. If you do not currently hold either designation, TIAA will cover the cost of obtaining one and increase your base salary upon successful completion This is a sales role in addition to base salary, you are eligible for a competitive variable compensation package tied to your book of business, sales performance, and key performance metrics. Your total compensation extends well beyond base salary and grows as your practice grows. As you continue to build and expand your practice, you'll have the opportunity for promotion that can unlock additional compensation enhancements along the way. TIAA offers an industry-leading benefits package including a top-tier retirement plan, tuition reimbursement, hybrid-flex work arrangements, and robust professional development resources because taking care of our people is just as important as taking care of our clients. Related SkillsBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management Anticipated Posting End Date: 2026-09-30Base Pay Range: $100,000/yr - $110,000/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today we're a market-leading retirement company fueled by world-class asset management. But we're not just another legacy financial services firm. We're fighting harder than ever before for our clients and the many Americans who need us. At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathwaysbecause when our people succeed, our impact on clients' lives grows stronger. The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here . TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: (800) 842-2755 Email: accessibility.support@tiaa.org TIAA maintains a drug-free and smoke/free workplace. For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.

Job DescriptionAbout Us: Teq is a leading Educational Technology company providing products, instructional and technical services, and support nationally to the K-12 marketplace. Teq employs over 115 employees and is based in Huntington Station, NY, with a presence in 20 states in the U.S. Our mission is to empower schools with a unique blend of expert service, cutting-edge products, and unparalleled support, fostering creativity and passion in the 21st-century learning environment.We have been serving the educational community since 1972 . The company offers a uniquely innovative approach to selling relevant solutions to schools we call “the complete thought.” We are seeking a proactive, highly organized Customer Success Coordinator to act as a trusted advisor to K-12 administrators and teachers. In this role, you will drive user engagement on our OTIS and iBlocks platforms, oversee smooth account onboarding, and manage end-to-end scheduling for virtual and onsite Professional Development (PD) sessions. You will serve as the primary operational link between our customers and our professional learning team to ensure educators maximize the value of Teq products and services. Responsibilities in this Role: • Customer Onboarding & Account Setup - Guide new K-12 clients through platform onboarding, administrative setups, feature walkthroughs, and user roster management. Deliver scaled training sessions to maximize user adoption from day one., • Coordinate and prioritize high-volume scheduling requests for onsite and virtual PD sessions. Assign trainers based on expertise, location, and calendar availability while overseeing travel logistics and session confirmations., • Execute proactive phone and email outreach campaigns to monitor account health and boost usage. Serve as the primary point of contact for customer support inquiries and track usage metrics to mitigate churn risks., • Maintain precise account records, scheduling statuses, and interaction logs within HubSpot. Collect client feedback and testimonials, while collaborating internally to refine team workflows and outreach strategies.What You’ll Bring to the Team:, • 1–3 years of experience in Customer Success, Account Management, Support, or Operations (EdTech/K-12 or SaaS experience preferred)., • Exceptional organizational abilities with hands-on experience managing high-volume scheduling, complex calendars, and account communications., • Outstanding verbal and written communication skills with a customer-first mindset and comfort delivering virtual presentations and outreach calls., • Proficiency with Microsoft Office (Outlook, Teams, Excel),HubSpot (or similar CRM software), and scheduling tools., • Willingness to work onsite in our Huntington Station, NY office.What We Offer:, • Salary Range: $50,000 – $60,000 (Commensurate with experience), • Generous PTO and 15 paid holidays., • Comprehensive benefits including medical, dental, vision, life, and disability insurance., • 401(k) with company match., • Vibrant culture with in-office perks like daily snacks and holiday celebrations. If you’re ready to take the next step in your career and make a meaningful impact in the education sector, we want to hear from you! Teq is an equal opportunity employer committed to diversity, belonging, and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability, protected veterans' status, or any other characteristic protected by law Powered by JazzHR yL7mTIuZVd